The Intake Form is a tool for collecting information from new clients. You can have clients fill it out in person or send them a link via text or email.
This is a guide showing how clients can submit their intake forms and how to organize the intake forms you receive.
Related Reading:
Share the intake form with your clients
🖥️ Desktop:
To share your intake form link from a desktop/web browser, go to Intake form > settings > share link, and send the link to your customer.
📱App:
To share your intake form link from the app, go to Settings > Intake form > and select the appropriate form. From here, you will be able to:
Send by email
Send by message
Preview the intake form page
Copy the intake form link
Once the intake form has been sent, the customer can fill it out and submit it.
Once the client successfully submits the form, a success page will be displayed with the message "Thank you for your submission!"
Receiving and booking submissions
🖥️ Desktop:
To view intake form submissions and book clients on the desktop, please follow these steps:
Go to "Intake form" on the side menu.
You will see a list of all of the submitted intake forms in the "Received submission" section.
Click on the submitted intake form that you want, and the customer information will pop up.
For new customers, click on "Create profile", and a new profile will be created for both the pet and the pet owner.
Merge and override
For existing customers (with the same phone number and email), click on "Check existing profile", and then click "Merge".
The merge option will appear if the intake form has the same email address/phone number as an existing client.
Waitlist Option
After adding a new profile or merging a form into an existing profile, click on "Add to waitlist" to add the profile to your waitlist.
Go to Appointments > Waitlist. Click on "Waitlist", then select "View on Calendar" or "View Request List" to expand your waitlist to a detailed view.
Select the request, choose an available slot, and click "Book now" to book the appointment instantly, or make adjustments to the request as needed before booking.
📱App:
To view intake form submissions and book clients in the app, please follow these steps:
Go to "Notifications" on the side menu
You will see a list of submitted intake forms in the "Form submission" section.
Click on the intake form submission that you want, and the customer info will pop up
For new customers, click on "Create profile", and a new profile will be saved for both the pet and the pet owner
Select "Create & add to waitlist" to instantly add a client to the waitlist.
Merge and override
For existing customers (with the same phone number and email), click on "Merge existing profile", and then click "Merge".
The merge option will appear if the intake form has the same email address/phone number as an existing client.
Filters and Notification
Filter your intake forms
💡Please note: intake form submissions can only be filtered on the desktop version of MoeGo.
You can filter your intake form submissions by:
All
Added
Read
Unread
To filter the intake form submissions, select ☰ (the hamburger menu) on the right-hand side of the screen.
Intake form notification
🖥️ Desktop:
When an intake form is submitted, a notification will appear on the bell icon in the top right corner of the desktop.
📱App:
When an intake form is submitted, a notification will appear in the "Notifications" section on the left side menu of the app.
Frequently Asked Questions
What information is merged when a client resubmits the intake form?
During a merge, any conflicting items are overwritten by the information in the submitted intake form, and any new information will be added to the existing profile. New pets will be added as an additional pet profile. When you click "check existing profile" from the form submission, a pop-up will display any conflicts, as well as any new information from the form.